Application Form – Paper/Pencil

Application for Paper-and-Pencil Version of Exam FM at Limited
Exam Centers: February 2015
— Only for use at the test centers listed below.—
Canadian
Institute of
Actuaries
Registration Deadline for Exam FM: January 8, 2015
Society
of Actuaries
NO LATE APPLICATIONS WILL BE ACCEPTED.
Details for completing this application are on the reverse side.
Please PRINT all information.
For Office Use Only:
CAND NO.
I have previously registered for exams with the SOA:  Yes  No
Check your primary address:  Home  Work
Date of Birth
If a different name was used on a previous application, print it here:
Mailing Address
Last Name/Family Name/ Surname
School
Exam
Centers
(select one)
Signature
(Required)
___ ___
Day
___ ___ ___ ___
Middle Name
Year
Suffix
Organization Name (only if a company address)
Street or P.O. Box
City
State/Province
Business Telephone
Home Telephone
Zip/Postal Code
Country
E-Mail (Required)
 I wish to receive exam results via text message to my mobile
telephone. (Only available for U.S. and Canada-based mobile
phone carriers.)
 Undergraduate
 Graduate
Print school name if currently enrolled
City/State/Postal Code
Degree/Anticipated Degree/Expected
Year of Graduation
 Exam FM (traditional paper & pencil version), February 17, 2015 8:30 AM – 11:30 AM (Fee US$190)
 0818-Fredricton, NB
 0828-Kingston, ON
 0852-Québec City, QC
 0858-Regina, SK
 0893-Windsor, ON
 0809-Yaounde, Cameroon
 0908-Bridgetown, Barbados
 0918-Colombo, Sri Lanka
 0940-Kingston, Jamaica
 0962-Nassau, Bahamas
 0965-Port-of-Spain, Trinidad
“I have read the rules and regulations concerning the examination(s) for which I am applying and agree to be bound by them. I acknowledge that I have
read and agree to adhere to the SOA Code of Conduct for Candidates as well as the CAS Code of Professional Ethics for Candidates for jointly
sponsored exams. I also agree that the results of any examination(s) which I take, and any action taken as a result of my conduct (such as irregularity,
violation or cheating, and any hearings thereon) may, at the sole discretion of the CAS or SOA, be disclosed to any other bona fide actuarial
organization that has a legitimate interest in such results and/or actions.”
Signature:___________________________________________________
1. Which associate level credential are
you currently pursuing?
 ACAS (Associate of the Casualty
Actuarial Society)
 ASA (Associate of the Society of
Actuaries)
 Undecided
2. How likely are you to pursue the
Chartered Enterprise Risk Analyst
(CERA) credential?
 Very likely
 Somewhat likely
 Not Very likely
 Not at All likely
 Undecided
If paying by credit card (Indicate One):
Payment
___ ___
Month
First Name
 Yes, I work in the property/casualty field.
 No, I do not work in the property/casualty field.
 I do not wish to receive information from third party vendors.
Survey
ID NO.
 American Express
 MasterCard
3. Which of the following fellowship level tracks do you intend
to pursue?
 Finance/ERM
 Group and Health
 Investment
 Individual Life and Annuities
 Retirement Benefits
 Fellowship with the Casualty Actuarial Society (FCAS)
 Not planning on earning a fellowship from CAS or SOA
 Undecided
 Visa
(Candidates paying by credit card are encouraged to use online registration www.soa.org)
Account Number: ___________—__________—___________—__________ CVV2 Number (Required):________ Exp Date (Required):_________
Cardholder’s Name_____________________________________ Cardholder’s Signature (Required):_______________________________
Cardholder’s billing address (if different from applicant’s):____________________________________________________________________
_________________________________________________________________________________________________________________
Mail check or money order with application to:
Society of Actuaries
P.O. Box 95600
Chicago, IL 60694-5600
ALL OVERNIGHT DELIVERIES
Society of Actuaries, Customer Service Center
475 N. Martingale Road, Suite 600
Schaumburg, IL 60173
Application forms may also be faxed to: 847.273.8529
Instructions for Completing Application for Paper-and-Pencil
Administration at Limited Canadian and International Locations
Registration Deadline: Exam FM—January 8, 2015
Please PRINT all information.
This application form may ONLY be used by those registering for an exam at one of the limited traditional exam centers listed on the application
form. Other candidates must use the application for Computer-Based Testing. Please allow TEN WORKING DAYS for the application to
arrive; otherwise, the use of an overnight courier is strongly recommended. Postmark dates will NOT be considered. Applications received after
the deadline will NOT be accepted. Late applications will be returned to the candidate with a full refund. When using an overnight courier, send
application directly to the SOA street address (see directions for credit card payments) as a courier will not deliver to a post office box.
CANDIDATE NAME and PREFERRED ADDRESS

Indicate if you have registered previously for an exam with the SOA by checking yes or no.

If you used a different name on your last application (e.g., a maiden name), print that name in the space provided.

Print your full name (include middle name), your date of birth, address, daytime telephone number, and e-mail address. All correspondence
will be sent to your preferred address.
RECEIVING EXAM RESULTS VIA TEXT MESSAGE

This feature is available only for United States and Canada-based mobile phone carriers. By checking the box, you agree to receive results
for all exams via text message. In order to receive a text message you must enter your mobile telephone number. Pass/Fail results will be
sent via text message after passing candidate numbers are released. Individual scores will not be delivered via text message. Standard text
messaging rates apply.
SCHOOL INFORMATION

If you are currently enrolled in a college or university program, print your school name in the space provided.

Indicate your student status and the year in which you expect to graduate.
EMPLOYER INFORMATION

Indicate if you work in the property/casualty field.
EXAMINATION and CENTERS

Register for the exam by placing a check mark () in front of the desired exam location.
EXAMINATION FEES

Exam fees may be paid by check, money order, or credit card (American Express, MasterCard, or Visa). Checks should be made payable to
Preliminary Actuarial Exams. Applications should be sent to the appropriate address listed on the front of this application. Fees must be in
U.S. funds or equivalent. NOTE: The amount billed to an individual’s credit card will be automatically adjusted for persons who
miscalculate the amount due. Fees are not transferable from one session to another.

If paying by credit card, the candidate must include the CVV2 number (see details below under “Additional Credit Card Information—
CVV2 Number”). Candidates with a balance due will not be permitted to register for future examination sessions until outstanding debts are
paid in full.

A $25 fee will be assessed on any checks returned due to insufficient funds.

NO REFUNDS: Preliminary Actuarial Exams/SOA does not offer refunds for its examinations. No part of a fee paid to the Preliminary
Actuarial Exams/SOA for examination registration will be refunded or transferred to a later exam period should the candidate not appear for
the exam. The Preliminary Actuarial Exams/SOA does recognize that emergency events may occur that are outside a candidate’s control. In
those cases, the SOA will consider these situations on a case-by-case basis. Candidates finding themselves in such a situation should contact
SOA Customer Service at [email protected].
SIGNATURE

In order for this application to be valid, your signature must appear on the front of this application.
ACKNOWLEDGEMENT LETTER/TICKET OF ADMISSION
After your registration has been processed, you will receive an automatic acknowledgement letter by e-mail. This letter serves as your ticket
of admission and contains your candidate number and exam center name and number. Please use this letter for admittance on your exam
date. This is the only ticket of admission you will receive.
CHANGE OF ADDRESS and/or E-MAIL ADDRESS

Report any change of address to the SOA Customer Service Department ([email protected] or 888.697.3900) to ensure you receive
important mailings.
ADDITIONAL CREDIT CARD INFORMATION—CVV2 NUMBER
How to find your credit card’s CVV2 number:
On a Visa or MasterCard, please turn your card over and look in the signature strip. You will find (either the entire 16-digit string of your
card number, OR just the last 4 digits), followed by a space, followed by a 3-digit number. That 3-digit number is your CVV2 number (see
below). On American Express Cards, the CVV2 number is a 4-digit number that appears above the end of your card number (see below).
What is CVV2?
CVV2 is a security measure we require for all transactions. Since a CVV2 number is listed on your credit card, but is not stored anywhere,
the only way to know the correct CVV2 number for your credit card is to physically have possession of the card itself. All VISA, MasterCard
and American Express cards made in the United States in the past 5 years have a CVV2 number.
Visa & MasterCard:
This number is printed on MasterCard and Visa cards in the signature area of the back of
the card. (it is the last 3 digits AFTER the credit card number in the signature area of the
card). If you cannot read your cvv2 number, you will have to contact the issuing
institution.
American Express:
American Express cards show the CVV2 printed above and to the right of the imprinted
card number on the front of the card.
NOTE: For European or Asian credit cards that do not have a CVV2 number, please enter 000 as your CVV2 number.
Retain your candidate number to access results on the SOA Web Site.
If you need assistance, you may contact the SOA Customer Service Center
by phone at 888.697.3900 between the hours of 8:00 a.m. and 5:00 p.m. central time.
You may also email your message to the SOA Customer Service Center at [email protected].
Updated:November 14, 2012